# SPIEGELMAN WEALTH MANAGEMENT, INC.

SPIEGELMAN WEALTH MANAGEMENT, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 336637
- Type: SEC-registered investment adviser
- SEC file number: 801-133759
- Location: 1212 BROADWAY PLAZA SUITE 2100 #54., WALNUT CREEK, CA, 94596
- Phone: 925-385-6200
- Latest filing: 2026-06-22
- Regulatory AUM: $443.0M
- Discretionary AUM: $443.0M
- Clients: 4
- Accounts: 528

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Adam David Spiegelman | MEMBER; MEMBER, CCO | — |
| Jordan Jeffrey Green | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336637/similar
- Related entities: https://search.stillhousedata.com/firm/336637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336637

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.